Settings and activity
26 results found
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45 votes
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8 votes
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Chris Dahl
commented
Hi Barb,
Thanks for the suggestion. We're trying to balance functionality with usability on the page, which is why we have a separate area for the Charity Check (a bit higher up on the payment screen).
One challenge with just adding a GuideStar Charity Check button next to the payment amount is trying to display the results in a meaningful way.
Rather than adding more buttons and cluttering up that payment area, would a more visible indicator of the Charity Check status help? For example, we could put an icon / text indicating that a Charity Check has not been run, a different icon indicating it's been run and is valid, and another icon if it has been run and is not valid.
Thanks again for the idea. Look forward to hearing more from you in regard to this,
-chris -
8 votes
An error occurred while saving the comment Chris Dahl
commented
Hi Monica,
Thanks for the suggestion. We realize that there isn't an evaluation-centric report and it is something that we've talked a bit about internally. One of the challenges is the variety of needs users have (for example, the "tally function" you mention is something specific to you).
While a basic report for evaluations is not on our near-term product roadmap, it is something that could move up depending on user interest. If other users have a desire to see a report of evalation data, I'd appreciate hearing from them :-) In the meantime, I'll make sure to mention this to our product team and see if anyone else has heard some requests.
Thanks again,
-chris
posted March 27, 2013 by Chris Dahl, Foundant Technologies
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84 votes
An error occurred while saving the comment Chris Dahl
commented
Hi Rob,
You're right that copy/paste functionality is pretty standard. We've got the "Copy" functionality at the form and process level due to the amount of work it does take to recreate those. However, in general, we've just not seen a big need for the copying of questions. It's not technically that hard to do, but it's not trivial either, so we'll keep it in mind going forward as we continue evaluating and prioritizing enhancements. We're constantly trying to balance our development capacity with client need and at this point, there's just some bigger pain points out there. Hopefully you've been noticing some improvements since you begin using the system!
I appreciate you taking the time to comment and respond to my question about the library. And don't hesitate to comment on other IdeaLab items ... it's hard to us to always gauge interest, but even more important in my mind is that we hear from people with different perspectives on particular items. My biggest concern is that we work on a given feature only to find out after we release it that it actually causes some issue for some of our clients. Obviously we try to anticipate that to the best of our ability, but with close to 400 clients, it's pretty hard to always be right.
Thanks again,
-chris
posted August 7, 2012 by Chris Dahl, Foundant Technologies
An error occurred while saving the comment Chris Dahl
commented
Hi Robert,
Is this still something you think would be helpful? I can see how this would be useful, but it's not something that's very high on the priority list at this point. One thing we've discussed is at some point potentially being able to create a question library that you can pull from to add to your forms. Do you think that would add value?
Is there a particular aspect of creating the question that is taking the most time? When I think about it, it seems like potentially the instructions or list items would be things that take some time to re-create.
Thanks,
-chris
posted August 6, 2012 by Chris Dahl, Foundant Technologies
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11 votes
An error occurred while saving the comment Chris Dahl
commented
Hi Kathryn,
We used to list the Process Name for Follow-Ups and after getting some input, changed it to the Form Name for them in January. At the top of the page, you can use the Process Filter to look at the follow-ups for a particular process, so that's still available.
Since there's not really any more room on this page, we're pretty limited on what we can do for the time being, but the current implementation at least enables people to see both the Form Name and the Process (using the filter).
At some point, when we're able to get some more real estate for this page, we'll be able to display more information, which will be a boon for everyone :-)
Thanks for the input,
-chris
posted April 30, 2013 by Chris Dahl, Foundant Technologies
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7 votes
An error occurred while saving the comment Chris Dahl
commented
Hi Mary and Stephanie,
Thanks for the suggestion. When we implemented organization merge, it was something we considered. However, there are a lot of things being moved from the non-primary organization(s) to the primary one, and the general consensus was that there was limited value in spending more time trying to develop a log of the merge.
As we get more input and people get more experience with doing merges, it's something we may revisit.
Thanks,
-chris
posted April 30, 2013 by Chris Dahl , Foundant Technologies
Hi Kelly,
Thanks for the suggestion. I can see where this would be useful, and as we review how we are handling dates, we will consider this.
-chris